We are an accounting and tax services firm.

Here is my Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

I collect nonpublic personal information about you from the following sources:  information received from you on applications, tax organizers, worksheets and other documents;  information about your transactions with me, affiliates, or others; information received from a consumer-reporting agency.  

I do not disclose any nonpublic personal information about my clients or former clients to anyone, except as permitted by law.

I restrict access to nonpublic personal information about you to those members of the firm who need to know that information to provide services to you.  I maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.   Online information is stored on secure servers.